Offices in
Charlottesville
Harrisonburg
Luray
McGaheysville
Shenandoah
www.mybrb.com
Interested in switching your
accounts to Blue Ridge Bank,
but not sure how to get started?
That’s why we’ve developed the
Blue Ridge Switch Kit, a stepby-step checklist to help make
your transition to a new Blue
Ridge Bank account quick and
easy. Just follow the simple steps
to get started.
If we can be of any assistance
throughout the transition, please
call any of our branch locations
or our customer service center at
888.331.6521 or 540.743.6521.
Thank you for choosing Blue
Ridge Bank. We value and
appreciate your business!
Routing and Account Numbers...
How to find them:
1.
2.
The bank’s routing number is the 9-digit
number located in the bottom left corner
of your check.
Your account number is the set of numbers
appearing just after the routing number or
to the right of the check sequence number.
Although your Account Number may
contain spaces and symbols, do not type
them.
Routing
Number
1) Open an account in a branch, on the phone, or online.
•
To apply online, visit our Web site (www.mybrb.com), click on
the Kasasa icon.
•
Use the ATM & Branch Locator on our Web site
www.mybrb.com to locate the Blue Ridge Bank branch closest
to you.
•
Toll-free customer service center number: 888.331.6521
2) Sign up for Blue Ridge online banking.
•
Easily track your direct deposits, automatic withdrawals or
payments and checks as they clear your Blue Ridge Bank account.
To sign up for Blue Ridge’s online banking, visit a branch or go to
our Web site and click on Login below Online Banking. Choose
“enroll”, complete the requested information, we will validate
your information and get you started!
3) Stop using your former account and begin using your new
Blue Ridge Bank account as soon as possible.
•
Be sure to leave sufficient funds in your former account until
all of your checks have cleared and any automatic withdrawals
have been successfully transferred to Blue Ridge Bank.
4) Change your Direct Deposits to Blue Ridge Bank.
•
Use our attached Direct Deposit Authorization Change Form to
change any direct deposits. Remember to attach a voided Blue Ridge
check to this form.
5) Change your Automatic Payments or Withdrawals to
Blue Ridge Bank.
•
Use our attached Automatic Payment or Withdrawal
Authorization Change Form to change any automatic
payment or withdrawal.
6) Close your former account at the other institution.
•
Use our attached Account Closing Form to close your
account at the other banking institution.
•
Once you close your account at the other institution,
remember to shred or destroy any old checks for security
purposes.
Account
Number
www.mybrb.com
888.331.6521
Use this form to gather all of your auto pay and deposit information in one place for easy reference.
Automatic Payment Checklist
Payment
Company
Account Number
Amount
Date of Payment
Amount
Date of Payment
Mortgage/Rent
Auto Loans
Insurance
Credit Cards
Gas/Oil
Electric
Cable/TV
Telephone
Cell Phone
Water
Trash Removal
Internet Provider
Health Club
Investments
IRA/Retirement
Charities
Daycare
Tuition/School Expense
Other
Direct Deposit Checklist
Payment
Company
Account Number
Employee Payroll
Pension(s)/Retirement
Plans
Social Security
Investment Incomes
Other
Helpful Phone Numbers and Web sites
Social Security Administration
800.772.1213
www.ssa.gov
Office of Personnel Management
888.767.6738
www.opm.gov
Railroad Retirement Board
800.808.0772
www.rrb.gov
877.838.2778 or 800.827.1000
www.va.gov
Department of Veterans Affairs
www.mybrb.com
888.331.6521
Account Closing
Use this form to Close Your Account at another bank institution and request a check for the remaining balance.
Date:
Note:
To:
(Bank Name)
(Bank Address)
(City, State, Zip)
• If there are multiple accounts involved
please complete a form for each account.
• Verify all checks and payments have
cleared prior to submitting this form to
close your account.
Primary Account Holder:
(Name)
(Home Address)
(City, State, Zip)
Secondary Account Holder:
(Name)
(Home Address)
(City, State, Zip)
Please accept this as my authorization and direction to close my account with your institution.
Account Number:
(select one)
Checking
Savings
CD
Money Market
Please send the check in the amount of my account balance plus any accrued interest to my attention at the address on file.
If you should have any questions regarding this transaction please call me at my daytime phone number:
Thank you for your cooperation.
Sincerely,
(Customer Signature)
www.mybrb.com
888.331.6521
.
Automatic Payment or Withdrawal Authorization Change Form
Use this form to change your Automatic Payments or Withdrawals to Blue Ridge Bank (e.g. loan payment, insurance payment,
transfers to brokerage accounts or savings accounts).
Date:
Note:
To:
(Company Name)
(Address of Company)
(City, State, Zip)
From:
(Name)
(Home Address)
(City, State, Zip)
• If there are multiple payments involved
please complete a form for each.
Please accept this letter as authorization to change the bank account information for automatic payments or withdrawals in
the name of:
, customer account number:
, payment type: (i.e. Mortgage, Auto,
Utilities, etc)
, approximate amount of transfer
.
I am aware that some automatic payments or withdrawals require advance notice of changes. Please include those notice periods when
determining the new effective date.
Effective immediately, the new bank information is as follows:
Blue Ridge Bank Account Number: ________________________
(select one)
Checking
Savings
CD
Money Market
ABA Bank Routing Number: 051402372
If you should have any questions regarding this transaction please call me on my daytime phone number:
Please send me written confirmation of when the change will be effective.
Thank you for your cooperation.
Sincerely,
(Customer Signature)
If available, attached is a voided check from my account.
www.mybrb.com
888.331.6521
.
Direct Deposit Authorization Change Form
Use this form to change your direct deposit to Blue Ridge Bank (payroll, dividends, royalties, etc)
Date:
Note:
To:
(Company/Employer
Name)
(Address of Employer)
• If there are multiple accounts involved,
please complete a form for each account.
(City, State, Zip)
• Contact your employer(s) concerning
Direct Deposit changes
(Name)
• Verify your HR department does not
require the use of their forms.
Primary Account Holder:
(Home Address)
(City, State, Zip)
Secondary Account Holder:
(Name)
(Home Address)
(City, State, Zip)
Please accept this letter as authorization to change the bank account information for direct deposit in the name of:
, payment type: (i.e. Payroll, Pension/Retirement, Investment Income, other-please specify)
.
I am aware that some automatic deposits require advance notice of changes. Please include those notice periods when
determining the new effective date.
Effective immediately, the new bank information is as follows:
Blue Ridge Bank Account Number:
Bank Address: P. O. Box 609, Luray, VA 22835-0609
(select one)
Checking
Savings
CD
Money Market
ABA Bank Routing Number: 051402372
If available, attached is a voided check from my account.
If you should have any questions regarding this change, please call me on my daytime phone number:
Please send me written confirmation of when the change will be effective.
Thank you for your cooperation.
Sincerely,
(Customer Signature)
www.mybrb.com
888.331.6521
.